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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,601 | $102,393-55.5% | $147,041-69.0% | $80,911-43.6% |
| Participation rate | 65.2% | 75.9%-10.7pp | 82.2%-17.0pp | 67.6%-2.5pp |
| Annual return | 27.76% | 134.95%-107.2pp | 419.21%-391.5pp | 35.63%-7.9pp |
| Employer contribution / active EE | $4,128 | $3,715+11.1% | $4,935-16.4% | $2,756+49.8% |
| Participant deferral / active EE | $7,355 | $6,647+10.6% | $8,071-8.9% | $4,297+71.1% |
| Admin fee / account holder | $9,675 | $7,943+21.8% | $13,006-25.6% | $6,935+39.5% |